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Disclosery

DFCA DIMENSIONAL ETF TRUST

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CALIF MUN BD ETF (fund)

83 managers (83 13F filers) reported a position in DFCA shares at 2026-06-30, 10,820,196 shares in all. 13 filers opened a position and 3 filers sold out during the quarter.

Managers
83
13F filers
83
New
13
Added
37
Reduced
17
Sold out
3
Shares held by filers
10,820,196

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MERCER GLOBAL ADVISORS INC /ADV7,677,438$385M0.48%+650,41813F-HR/ATimeline
Citrine Capital LLC1,001,570$50.3M18.6%+214,23013F-HRTimeline
HighTower Advisors, LLC431,110$21.6M0.02%-613,29313F-HRTimeline
Savvy Advisors, Inc.191,505$9.61M0.21%+14,17513F-HRTimeline
Elmwood Wealth Management, Inc.124,368$6.24M1.56%+6,57913F-HRTimeline
One Degree Advisors Inc122,336$6.14M1.37%+4,46513F-HRTimeline
Signature Resources Capital Management,…109,573$5.5M2.17%-2,42113F-HRTimeline
One Capital Management, LLC72,498$3.61M0.1%013F-HRTimeline
TriaGen Wealth Management LLC71,160$3.57M0.9%+5,08413F-HRTimeline
Vise Technologies, Inc.68,467$3.44M0.04%+14,29613F-HRTimeline
Root Financial Partners, LLC63,917$3.21M0.12%-8,30013F-HRTimeline
Integrated Wealth Concepts LLC53,670$2.69M0.01%+2,27613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC49,553$2.49M<0.01%+6,36113F-HRTimeline
Three Arch Wealth Management LLC47,602$2.39M0.37%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,721$1.49M<0.01%+85913F-HRTimeline
Foundry Financial LLC29,474$1.48M0.5%-1,47913F-HRTimeline
Savant Capital, LLC27,057$1.36M<0.01%+15413F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…26,500$1.33M0.03%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,909$1.3M<0.01%+4,67013F-HRTimelineGroup
Parallel Advisors, LLC25,673$1.29M0.02%+6,51613F-HRTimeline
marrick wealth, LLC25,416$1.28M0.91%+1,56713F-HRTimeline
Nautilus Advisors LLC24,187$1.21M0.71%+70913F-HRTimeline
LPL Financial LLC23,606$1.18M<0.01%+93613F-HRTimeline
Elequin Capital, LP22,667$1.14M0.04%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC22,146$1.11M0.1%-70613F-HRTimeline
SCRATCH CAPITAL LLC20,379$1.02M0.51%+78613F-HRTimeline
Burton Enright Welch19,841$996K0.12%+1,49613F-HRTimeline
Mariner, LLCin group Mariner, LLC17,963$901K<0.01%-17,30313F-HRTimelineGroup
Prospect Financial Group LLC17,960$901K0.73%-313F-HRTimeline
RAM Investment Partners, LLC17,040$855K0.14%-27513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,928$849K<0.01%+3,73313F-HRTimelineGroup
Beacon Pointe Advisors, LLC14,046$705K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,442$674K<0.01%+2,51713F-HRTimelineGroup
True Link Financial Advisors, LLC13,310$668K0.04%013F-HR/ATimeline
Private Advisor Group, LLC12,806$643K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,266$616K0.01%-68613F-HRTimelineGroup
SEEDS INVESTOR LLC11,609$583K0.06%+6,59613F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…11,083$556K0.17%+2,01513F-HRTimeline
Parkshore Wealth Management, Inc.11,026$553K0.16%-10,48913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,926$548K<0.01%+4,33713F-HRTimelineGroup
RVW Wealth, LLC10,711$537K0.04%-2,91613F-HRTimeline
Apella Capital, LLC10,579$530K0.01%+1,32713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC10,397$522K0.06%013F-HRTimeline
V2 Financial group LLC10,394$522K0.19%+45413F-HRTimeline
Tortoise Investment Management, LLC9,190$461K0.03%+2,60013F-HRTimeline
Vistica Wealth Advisors, LLC8,280$415K0.36%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,056$404K<0.01%+2,61113F-HRTimelineGroup
FMB WEALTH MANAGEMENT8,041$403K0.15%new13F-HRTimeline
WESPAC Advisors SoCal, LLC7,495$376K0.07%-7,07513F-HRTimeline
FLC Capital Advisors7,110$357K0.06%+2,20013F-HRTimeline
Parkwoods Wealth Partners, LLC7,007$352K0.06%+2,21513F-HRTimeline
Hurlow Wealth Management Group, Inc.6,966$350K0.07%013F-HRTimeline
Shore Point Advisors, LLC6,575$330K0.11%+4313F-HRTimeline
Roberts Wealth Advisors, LLC6,409$322K0.07%-2,14013F-HRTimeline
Seaside Wealth Management, Inc.6,343$318K0.08%new13F-HRTimeline
Fermata Advisors, LLC6,301$316K0.06%+4113F-HRTimeline
Gradient Capital Advisors, LLC6,254$314K0.07%+86813F-HRTimeline
Farther Finance Advisors, LLC6,237$313K<0.01%-70413F-HRTimeline
Johnson Wealth Management, LLC6,165$309K0.13%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,998$301K<0.01%013F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.5,970$300K0.07%013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC5,559$279K0.14%+1,49413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,207$261K<0.01%013F-HR/ATimelineGroup
Kaizen Financial Strategies5,154$259K0.1%+28513F-HRTimeline
Two West Capital Advisors LLC4,965$248K0.12%013F-HRTimeline
Wheels Up Wealth, Inc.4,902$246K0.21%013F-HRTimeline
OLD MISSION CAPITAL LLC4,890$245K0.01%new13F-HRTimeline
Shearwater Capital LLC4,709$236K0.11%+52313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,656$234K<0.01%-47,27913F-HRTimelineGroup
Retirement Planning Group, LLC4,648$233K0.01%+3013F-HRTimeline
Pure Financial Advisors, LLC4,556$229K<0.01%-2213F-HRTimeline
Aspen Capital Management, LLC4,529$227K0.05%new13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS4,146$208K0.06%013F-HRTimeline
EP Wealth Advisors, LLC3,506$176K<0.01%new13F-HRTimeline
3 FACTOR INDEXING, LLC3,380$170K0.14%new13F-HRTimeline
IFP Advisors, Inc2,002$100K<0.01%013F-HRTimeline
Larson Financial Group LLC2,000$100K<0.01%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1,455$73K0.01%new13F-HRTimeline
Allworth Financial LP796$39.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…519$26.1K<0.01%+313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…334$16.8K<0.01%013F-HRTimelineGroup
Horizon Investments, LLC30$1.5K<0.01%-3013F-HRTimeline
Bell Investment Advisors, Inc27$1.35K<0.01%013F-HRTimeline